+414.3%
ASX vs JD
-59.1%
+473.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +3.3% | -24.0% | -21.4% |
| 7D | -33.3% | +11.7% | -45.0% | -35.0% |
| 30D | -36.5% | +8.1% | -44.5% | -37.7% |
| 3M | -19.2% | -12.0% | -7.2% | -17.4% |
| 6M | -10.2% | -3.5% | -6.7% | -10.5% |
| YTD | +86.5% | +3.3% | +83.1% | +82.6% |
| 1Y | +89.6% | -7.4% | +97.1% | +90.4% |
| 3Y | +298.6% | +16.6% | +282.0% | +264.8% |
| 5Y | +414.3% | -57.9% | +472.1% | +462.4% |
| All | +414.3% | -59.1% | +473.3% | +462.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded JD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling